Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
1,118
+5
+0.4% +$1.76K 0.01% 461
2025
Q1
$352K Sell
1,113
-20
-2% -$6.33K 0.01% 432
2024
Q4
$382K Buy
1,133
+23
+2% +$7.76K 0.01% 415
2024
Q3
$354K Sell
1,110
-57
-5% -$18.2K 0.01% 444
2024
Q2
$375K Buy
1,167
+51
+5% +$16.4K 0.01% 411
2024
Q1
$387K Sell
1,116
-117
-9% -$40.6K 0.01% 415
2023
Q4
$447K Buy
1,233
+485
+65% +$176K 0.02% 352
2023
Q3
$223K Buy
+748
New +$223K 0.02% 308
2022
Q1
Sell
-560
Closed -$225K 337
2021
Q4
$225K Buy
+560
New +$225K 0.02% 300
2020
Q1
Sell
-1,771
Closed -$456K 205
2019
Q4
$456K Buy
+1,771
New +$456K 0.05% 162